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Fortinet (FTNT) Is Up 8.8% After Raising 2026 Revenue Guidance And Launching New AI-Focused Firewall - Has The Bull Case Changed?
Simply Wall St.1d agoneutral
Fortinet (FTNT) Is Up 8.8% After Raising 2026 Revenue Guidance And Launching New AI-Focused Firewall - Has The Bull Case Changed?

In late July 2026, Fortinet reported second-quarter revenue of US$2,047.9 million and net income of US$606.3 million, raised full-year 2026 revenue guidance to a range of US$8.02 billion to US$8.18 billion, and issued third-quarter revenue guidance of US$2,010 million to US$2,100 million. The company also introduced the FortiGate 1200G series with FortiSASE Outpost, aimed at high-performance, AI-focused and sovereignty-sensitive security needs across hybrid environments. Next, we will...

Climb Global Solutions Q2 Earnings Call Highlights
MarketBeat6d agoneutral
Climb Global Solutions Q2 Earnings Call Highlights

Climb Global Solutions (NASDAQ:CLMB) reported second-quarter results marked by higher gross billings, sales and gross profit, while net income and adjusted EBITDA declined as the company absorbed acquisition-related costs and increased investments in technology infrastructure. For the quarter ended

Fortinet Q2 Earnings Call Highlights
MarketBeat6d agoneutral
Fortinet Q2 Earnings Call Highlights

Fortinet (NASDAQ:FTNT) reported second-quarter 2026 results that exceeded the high end of its guidance, with billings rising 33% year over year to $2.37 billion and total revenue increasing 26% to $2.05 billion. Product revenue grew 52% to $773 million, while service revenue rose 14% to $1.27 billi

Should You Buy Fortinet Stock Before July 29 Q2 Earnings?
24/7 Wall St.8d agobullish
Should You Buy Fortinet Stock Before July 29 Q2 Earnings?

Fortinet carries a streak no other cybersecurity company has matched, a buyback program that dwarfs most dividends, and a firewall refresh cycle that just posted explosive growth. The question is whether Wednesday's Q2 report extends the run or ends it.

Fortinet (FTNT) Heads Into Q2 Earnings As AI Security Optimism Meets A Pricey Valuation
Simply Wall St.11d agoneutral
Fortinet (FTNT) Heads Into Q2 Earnings As AI Security Optimism Meets A Pricey Valuation

Fortinet (FTNT) heads into its upcoming second quarter earnings report with attention on forecast growth in both services and products, along with recent FortiEndpoint AI features and a broader global distribution pact with TD SYNNEX. See our latest analysis for Fortinet. Fortinet’s share price momentum has been choppy in the very short term, with a 7 day share price return of 5.7% down, but the 90 day share price return of 80.7% and 3 year total shareholder return of 98.4% point to strong...

Fortinet heads into earnings with product growth in the spotlight
Proactive12d agoneutral
Fortinet heads into earnings with product growth in the spotlight

Fortinet Inc (NASDAQ:FTNT) is set to report its second quarter results on July 29, with Jefferies analysts highlighting that the company needs to show an acceleration in product revenue growth to support investor confidence in the durability of its recent performance. The firm expects solid...

Why CrowdStrike Stock Got a Big Boost From IBM’s Earnings Warning
Barrons.com21d agoneutral
Why CrowdStrike Stock Got a Big Boost From IBM’s Earnings Warning

A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.

IBM’s Earnings Warning Is Great for Crowdstrike Stock
Barrons.com22d agoneutral
IBM’s Earnings Warning Is Great for Crowdstrike Stock

A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.

Fortinet (FTNT) Stock Could Be A Top Performer This Year Amid Cautious Guidance
Insider Monkey36d agoneutral
Fortinet (FTNT) Stock Could Be A Top Performer This Year Amid Cautious Guidance

Fortinet Inc. (NASDAQ:FTNT) is one of the 10 AI Stocks That Are Surging. On June 12, Barclays raised its target price for Fortinet Inc. (NASDAQ:FTNT) stock from $115 to $155 and maintained an Equal Weight rating. The company’s most recent earnings report on May 5 offered a glimpse of the potential that is driving this […]

Assessing Fortinet (FTNT) Valuation After Earnings Beat Guidance Hike And AI Security Push
Simply Wall St.61d agobullish
Assessing Fortinet (FTNT) Valuation After Earnings Beat Guidance Hike And AI Security Push

Why Fortinet's Earnings and AI Pivot Are Moving the Stock Fortinet (FTNT) has drawn fresh attention after strong quarterly earnings, higher full-year 2026 revenue guidance, and new AI-focused security products, all supporting its push as a converged security and networking platform. See our latest analysis for Fortinet. The recent earnings beat and AI product launches have come alongside sharp share price momentum, with a 30 day share price return of 66.45% and a year to date share price...